06/04/2026
Of course. Asia, and others are quickly installing, and scaling, distributed and grid scale renewable energy systems. And the US is losing out and way behind. Meanwhile, China wins economically and globally. Interesting article from Bloomberg Green today.
https://www.bloomberg.com/graphics/2026-energy-transition-iran-war/? accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc4MDYwMDg2OSwiZXhwIjoxNzgxMjA1NjY5LCJhcnRpY2xlSWQiOiJURzMxR0FLR1pBTUowMCIsImJjb25uZWN0SWQiOiI4RUVDOUNGM0M2NEU0NDgyOURBMDAyREY1QTlBNzhFNCJ9.G7RobcYEFl8MO5wfKXaXElcOC3av1HDP5Ql6zA9N7s8
From the Yom Kippur war to Russia’s attack on Ukraine, history shows that major events in the oil and gas markets can drive enduring changes to the global energy mix.